Business Unit Finance Manager

American Modern® companies market insurance solutions for customers who need coverage not readily found in the general insurance market. American Modern is a widely recognized as a leader in this “specialty market.”

This is a FP&A position reporting to the Head of Business Unit Finance, with significant exposure to senior leadership. This position acts a “financial co-pilot” by supporting the business unit leaders with financial analysis that drives and supports decision making toward future product, portfolio and/or agent related actions. You will manage a team that assists American Modern’s Business Unit leaders in better understanding financial reference indicators and assist in decision making based on financial numbers and impact.

Financial Analysis and Reporting:

• Project manage a team and process aimed at analyzing new business opportunities and measure the opportunity’s potential value using American Modern’s key Performance Indicators
• Assist in the preparation or review of financial business cases for Business Unit initiatives, including agent appointments and commission changes, as well as proposed product and distribution channel changes
• Evaluate the financial strength of current and potential agency partners by reviewing the agent’s financial statements
• Assist with premium planning and expense budgeting processes within AMIG core lines of business
• Analyze AMIG core lines of business monthly product level results, including the identification of root causes of these results and proposing responsive actions to continue or stem the trends

Ad-hoc Duties:

• Lead a cross functional Mergers & Acquisitions team developing and challenging the business case valuation, as well as assisting in the on-site diligence of potential acquisitions
• Assist in process and control reviews and suggest enhancements
• Manage special reports (i.e. financial analysis, strategic projects, growth initiatives)
• Develop and conduct finance education sessions for business unit partners
• Other duties as required

Required Qualifications:

• 8+ years of Public Accounting or Financial Services experience is required
• Bachelor’s Degree in Accounting or Finance

Preferred Qualifications:

• MBA or other postgraduate degree
• CPA and/or CFA certification
• Insurance experience
• Experience in Mergers & Acquisition
• Experience in budgeting and forecasting

Preferred Knowledge, Skills, and Abilities:

• Ability to interact with and influence Senior Executives
• Demonstrated ability to identify process improvement opportunities and projects and then take ownership of the project’s completion
• Strong business and strategic acumen with the ability to work across multiple functions including the international parent company
• Strong business writing skills and ability to tell a story both in charts, words and numbers
• Demonstrated ability to work under pressure and meet deadlines with minimal supervision
• Strong problem solving and analytical skills
• Proficiency in Excel